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VERRA MOBILITY Corp (VRRM) Stock Fundamental Analysis & AI Rating 2026

VRRM Nasdaq Transportation Services CIK: 0001682745
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-31
STRONG SELL
85% Conf
Pending
Analysis scheduled

📊 VRRM Key Takeaways

Revenue: $133.0M
Net Margin: 102.8%
Free Cash Flow: $136.7M
Current Ratio: 2.09x
Debt/Equity: 3.51x
EPS: $0.85
AI Rating: STRONG SELL with 85% confidence
VERRA MOBILITY Corp (VRRM) receives a STRONG SELL rating with 85% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $133.0M, net profit margin of 102.8%, and return on equity (ROE) of 46.6%, VERRA MOBILITY Corp demonstrates mixed fundamentals in the Transportation sector. Below is our complete VRRM stock analysis for 2026.

Is VERRA MOBILITY Corp (VRRM) a Good Investment?

Claude

Revenue collapsed 86.4% year-over-year indicating severe operational distress, while reported profitability is driven by unsustainable one-time gains evidenced by impossible 179.3% operating margins and 102.8% net margins. High leverage (3.51x debt-to-equity) compounds the risk when combined with the core business revenue crisis.

Why Buy VERRA MOBILITY Corp Stock? VRRM Key Strengths

Claude
  • + Positive free cash flow of $136.7M provides near-term liquidity cushion
  • + Operating cash flow of $255.8M demonstrates underlying cash generation capability
  • + Current ratio of 2.09x indicates adequate short-term liquidity to service obligations

VRRM Stock Risks: VERRA MOBILITY Corp Investment Risks

Claude
  • ! Catastrophic 86.4% year-over-year revenue decline signals fundamental business deterioration
  • ! Operating margin of 179.3% and net margin of 102.8% are mathematically impossible on normalized operations, indicating reliance on non-recurring gains
  • ! Debt-to-equity ratio of 3.51x creates significant refinancing risk and limits financial flexibility
  • ! Long-term debt of $1.0B represents 3.4x operating cash flow, unsustainable if core business remains impaired
  • ! Gross margin data unavailable prevents assessment of pricing power and unit economics

Key Metrics to Watch

Claude
  • * Year-over-year revenue trend and path to stabilization of core business
  • * Breakdown of operating income: quantify non-recurring vs. recurring components
  • * Debt maturity schedule and refinancing capacity given revenue decline

VERRA MOBILITY Corp (VRRM) Financial Metrics & Key Ratios

Revenue
$133.0M
Net Income
$136.6M
EPS (Diluted)
$0.85
Free Cash Flow
$136.7M
Total Assets
$1.6B
Cash Position
$65.3M

💡 AI Analyst Insight

The 102.8% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 2.09x current ratio provides a solid financial cushion.

VRRM Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 179.3%
Net Margin 102.8%
ROE 46.6%
ROA 8.3%
FCF Margin 102.8%

VRRM vs Transportation Sector: How VERRA MOBILITY Corp Compares

How VERRA MOBILITY Corp compares to Transportation sector averages

Net Margin
VRRM 102.8%
vs
Sector Avg 10.0%
VRRM Sector
ROE
VRRM 46.6%
vs
Sector Avg 18.0%
VRRM Sector
Current Ratio
VRRM 2.1x
vs
Sector Avg 1.0x
VRRM Sector
Debt/Equity
VRRM 3.5x
vs
Sector Avg 1.0x
VRRM Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is VERRA MOBILITY Corp Stock Overvalued? VRRM Valuation Analysis 2026

Based on fundamental analysis, VERRA MOBILITY Corp has mixed fundamental signals relative to the Transportation sector in 2026.

Return on Equity
46.6%
Sector avg: 18%
Net Profit Margin
102.8%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
3.51x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

VERRA MOBILITY Corp Balance Sheet: VRRM Debt, Cash & Liquidity

Current Ratio
2.09x
Quick Ratio
2.00x
Debt/Equity
3.51x
Debt/Assets
82.2%
Interest Coverage
3.69x
Long-term Debt
$1.0B

VRRM Revenue & Earnings Growth: 5-Year Financial Trend

VRRM 5-year financial data: Year 2021: Revenue $550.6M, Net Income $17.1M, EPS $0.11. Year 2022: Revenue $741.6M, Net Income -$4.6M, EPS $-0.03. Year 2023: Revenue $817.3M, Net Income $41.4M, EPS $0.25. Year 2024: Revenue $879.2M, Net Income $92.5M, EPS $0.50. Year 2025: Revenue $979.1M, Net Income $57.0M, EPS $0.36.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: VERRA MOBILITY Corp's revenue has grown significantly by 78% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.36 reflects profitable operations.

VRRM Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
102.8%
Free cash flow / Revenue

VRRM Quarterly Earnings & Performance

Quarterly financial performance data for VERRA MOBILITY Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $225.6M $29.1M $0.21
Q2 2025 $222.4M $29.1M $0.20
Q1 2025 $209.7M $29.1M $0.17
Q3 2024 $209.9M $4.6M $0.18
Q2 2024 $204.5M $4.6M $0.13
Q1 2024 $191.9M $4.6M $0.03
Q3 2023 $197.7M $4.6M $0.15
Q2 2023 $187.5M $4.6M $0.13

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

VERRA MOBILITY Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$255.8M
Cash generated from operations
Stock Buybacks
$133.4M
Shares repurchased (TTM)
Capital Expenditures
$119.1M
Investment in assets
Dividends
None
No dividend program

VRRM SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for VERRA MOBILITY Corp (CIK: 0001682745)

📋 Recent SEC Filings

Date Form Document Action
Apr 6, 2026 DEF 14A vrrm-20260331.htm View →
Mar 17, 2026 4 xslF345X05/form4.xml View →
Mar 17, 2026 4 xslF345X05/form4.xml View →
Mar 17, 2026 4 xslF345X05/form4.xml View →
Mar 17, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about VRRM

What is the AI rating for VRRM?

VERRA MOBILITY Corp (VRRM) has an AI rating of STRONG SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VRRM's key strengths?

Claude: Positive free cash flow of $136.7M provides near-term liquidity cushion. Operating cash flow of $255.8M demonstrates underlying cash generation capability.

What are the risks of investing in VRRM?

Claude: Catastrophic 86.4% year-over-year revenue decline signals fundamental business deterioration. Operating margin of 179.3% and net margin of 102.8% are mathematically impossible on normalized operations, indicating reliance on non-recurring gains.

What is VRRM's revenue and growth?

VERRA MOBILITY Corp reported revenue of $133.0M.

Does VRRM pay dividends?

VERRA MOBILITY Corp does not currently pay dividends.

Where can I find VRRM SEC filings?

Official SEC filings for VERRA MOBILITY Corp (CIK: 0001682745) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VRRM's EPS?

VERRA MOBILITY Corp has a diluted EPS of $0.85.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is VRRM a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, VERRA MOBILITY Corp has a STRONG SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is VRRM stock overvalued or undervalued?

Valuation metrics for VRRM: ROE of 46.6% (sector avg: 18%), net margin of 102.8% (sector avg: 10%). Higher ROE suggests strong returns relative to peers.

Should I buy VRRM stock in 2026?

Our dual AI analysis gives VERRA MOBILITY Corp a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is VRRM's free cash flow?

VERRA MOBILITY Corp's operating cash flow is $255.8M, with capital expenditures of $119.1M. FCF margin is 102.8%.

How does VRRM compare to other Transportation stocks?

Vs Transportation sector averages: Net margin 102.8% (avg: 10%), ROE 46.6% (avg: 18%), current ratio 2.09 (avg: 1).

Is VERRA MOBILITY Corp carrying too much debt?

VRRM has a debt-to-equity ratio of 3.51x, which is above the Transportation sector average of 1x. However, the current ratio of 2.09 suggests adequate short-term liquidity.

Why is VRRM's return on equity (ROE) so high?

VERRA MOBILITY Corp has a return on equity of 46.6%, significantly above the Transportation sector average of 18%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 102.8% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 18, 2026 | Data as of: 2025-12-31 | Powered by Claude AI